Receiving a Delivery into Stock

When an order arrives, you don't need to type it in line by line. Photograph the invoice or packing slip that came in the box, check what Daobook read from it, and apply it — every herb, formula batch and product on it goes into stock at once.

Step 1: Open Receive stock

Click Receive stock at the top of any Inventory tab — Products, Herbs or Formula Batches. It works on your phone too.

Step 2: Photograph or drop the invoice

Click Upload the delivery's invoice, or on a phone Take a photo of the invoice. A PDF or your supplier's CSV export works too. Daobook reads every line and opens the review.

A delivery you don't finish checking waits under Waiting for review, so you can photograph it now and check it later.

The Receive stock page on a phone, with the upload box, the Take a photo of the invoice button, and one delivery from Golden Lotus Herbs waiting for review

Step 3: Check each line against the paper

Each line shows the stock card it goes on, with Packs, Each pack and Price per pack as the invoice prints them. Underneath, you'll see what lands on the card — for example 300 g at $0.185 per g.

A line marked Same card as last time was placed the way you placed it on an earlier delivery.
A line that names a herb and form you don't stock yet arrives as New card: … — created when you apply. Press Change to choose differently.
If a line needs something from you — a card, or how much is in each pack — it says so.
Untick Receive for anything that isn't stock.

Freight is spread across the stock as part of its cost for you.

The Review delivery page: supplier, invoice number and date at the top, stock lines matched to cards with packs, pack size and price, one line marked Same card as last time, one asking how much is in each pack, one set to a new Zhi Zi granule card, then freight and a not-stock line below

Step 4: Place a line with no card

Type in the line's search box. Your stock cards lists the matching cards and what each holds. If the card doesn't exist yet, choose from Create a new card — the herb in the form the invoice names is marked Suggested, or make a New formula batch or New product.

A line's card list, with Your stock cards empty and Create a new card offering Zhi Zi Granule marked Suggested, Zhi Zi Bulk, a new formula batch and a new product

Step 5: Apply

Press Apply delivery. The stock goes onto each card and its cost price is updated. If something turns out to be wrong, Undo delivery on the delivery's page takes the stock back out.

The Delivery received page listing each line with the card it went to and what it added — including the new Zhi Zi granule card — and Undo delivery below

Tip: to record the purchase in your books as well, use Expenses → New Expense. The same invoice is never counted twice.